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Made Simple Helping you make great decisions to make the most of your money. Contact Us Trusted Advice with Us At Mount Equity Group our mission is giving clients high quality, trusted advice that delivers results. Learn More Contact Us Plan Your Future

Reliable Service.

Putting clients first starts with excellent service, the foundation of trust and confidence.

A Team Of
Professionals

Our dedicated team of professionals have years of experience to help you grow your wealth.

Results Oriented

Guiding you with experience and care to ensure your future financial security.

Our Services

We provide a broad range of financial services.

Portfolio Management

A professionally structured portfolio is the key to growing your wealth and capital preservation.

Offshore Investing

Holding offshore domiciled assets opens many doors to tax savings and investment opportunities.

Retirement Planning

True peace of mind comes from knowing you can rely on yourself financially.

Estate Planning

Effective estate planning ensures loved ones are protected, values are respected and taxes minimized.

Savings & Education Plans

Providing for education is one of the most important investments parents can make.

Company Solutions

Mount Equity advisors can help you keep your staff happy and grow your business.

A Snapshot of

Mount Equity Group

Mount Equity Group was founded to provide innovative, forward-thinking solutions for international investors. It brought together over a century of collective experience in private wealth management, banking, trading and alternative investments. Mount Equity Group has had a long, successful history of delivering above-average, risk-appropriate returns for our clients. In a low interest rate environment, which will continue for the foreseeable future, professional wealth management plays a crucial role in growing and preserving wealth. Asset selection increasingly involves more than numbers: environmental, social and corporate governance are all pillars in investments that will stand the test of time. Values matter too: trust, integrity and service ensure our client relationships also stand the test of time.

DID YOU KNOW THAT

We are trusted by more than 2,000 clients

Our client base is spread over more than 60 countries, dependencies and autonomous territories. Our staff are experienced at facilitating seamless international transactions.

Human nature is universal and it is interwoven with a variety of business and communication norms. Mount Equity Group welcomes everyone. MEG Advisors hail from diverse backgrounds. In addition to cultural intelligence, new clients can expect the humility and warmth of the truly competent.

We are experts in
Portfolio Management

Your goals, your dreams, your vision. Best-in-class portfolios. Investments curated just for you and your investor profile.

  • Conservative: risk averse
  • Conservative-Balanced: moderate growth
  • Balanced-Growth: long-term capital appreciation
  • Growth: higher levels of growth

Wealth is the ability to fully experience life.

Henry David Thoreau

Latest News

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Clients’ Testimonials

  • Total confidence in the MEG team. I’ve been a client for a long time, and I’ve always received solutions in a timely and professional manner. They’ve generated solid returns since I’ve been with them. Have been able to put my daughter through university and give her a down payment on her house.

    Alan T.
    Dublin, Ireland
  • Mount Equity Group has been looking after my portfolio for many years, now also my wife’s and my two kids’. Very professional company. My portfolio and my overall finances have greatly improved since I’ve been working with them. I’d been avoiding dealing with estate planning, but they straightened me out there too.

    Jason S.
    Dubai, U.A.E.

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